Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 399 institutions that hold shares in the stock, with a total of 47.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
6,344
shares
|
$323,607
0.04% of portfolio
|
Q1 2025
Reduced 52.54%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,342
shares
|
$323,505
0.03% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
6,272
shares
|
$319,934
0.01% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
6,184
shares
|
$315,445
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,159
shares
|
$314,170
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,117
shares
|
$312,028
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
6,084
shares
|
$310,344
0.0% of portfolio
|
Q1 2025
Reduced 21.45%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,068
shares
|
$309,528
0.13% of portfolio
|
Q4 2024
Reduced 56.55%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
6,044
shares
|
$308,304
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,000
shares
|
$306,060
0.07% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,895
shares
|
$300,703
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,800
shares
|
$295,858
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,733
shares
|
$292,440
0.0% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,690
shares
|
$290,246
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,579
shares
|
$284,584
0.02% of portfolio
|
Q1 2025
Reduced 77.68%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
5,508
shares
|
$280,963
0.13% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
5,499
shares
|
$280,503
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,484
shares
|
$279,738
0.02% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,453
shares
|
$278,157
0.1% of portfolio
|
Q2 2025
Added 36.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
5,331
shares
|
$271,934
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
5,285
shares
|
$269,587
0.09% of portfolio
|
Q1 2025
Reduced 52.5%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
5,264
shares
|
$268,516
0.01% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5,238
shares
|
$267,190
0.29% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,217
shares
|
$266,119
0.15% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
5,176
shares
|
$264,027
0.03% of portfolio
|
Q1 2025
Added 1.23%
|